Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
As one of the 78 million Baby Boomers myself, I recognize the value of long term planning and retirement goals. At Merrill Lynch Wealth Management, we believe there has never been a more important time than now to review your retirement planning.
Since first starting with Merrill Lynch Wealth Management in 1982, I have acquired my series 3,7,9,10,63,&65 FINRA registrations and Life/Health, Annuity and Long Term Care Insurance Licenses. Including a CPFA certification to work alongside small business owners to develop and maintain a solid corporate retirement structure for their employees and families. I stay driven by helping families, CEO's and senior executives who value advice and guidance within the context of being dedicated to providing exceptional customer service, customized planning and investment strategies, competitive fees, transparency, simplified communication and trust!
As an ice dancing gold medalist and a tri-athlete, I understand the need for commitment and dedication in achieving ones goals. I have a deep rooted belief in that the more you give the more you get. I served as past board member of St. Paul's Foundation on world equality and 10 year volunteer as Head Figure Skating Coach for Southern California at two World Games with Special Olympics, and board member with Sport for Exceptional Athletes. I enjoy ballroom dance competition, swimming, cycling, & rollerblading in my spare time and am active with the Equality Professionals Network in San Diego
We aspire every day to honor Charles Merrill’s commitment to putting clients’ interests first. We also believe in giving back to the community. Through my sponsoring of the FilmOut Festival, we work to help area citizens through Human Right Campaign.
Eastern Michigan University
University of Colorado System
Our experts examine the forces that are changing the world – and how they may impact your life
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Bank of America, N.A.
Wealth Management Banking Specialist
External MSG Specialist
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.